PIMCO Active Bond Exchange-Traded Fund
BOND
417 hedge funds and large institutions have $3.53B invested in PIMCO Active Bond Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 119 reducing their positions, and 19 closing their positions.
454% more capital inflows, than outflows
Capital inflows: $443M | Capital outflows: $80M
158% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 19
63% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 119
6% more funds holding
Funds holding: 394 → 417 (+23)
0.38% more ownership
Funds ownership: 71.05% → 71.43% (+0.38%)
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$47.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$34.4M |
| 3 |
Sanctuary Advisors
Indianapolis,
Indiana
|
+$30.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$29.1M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
-$13.9M |
| 2 |
Simplicity Wealth
Summit,
New Jersey
|
-$11.6M |
| 3 |
Morgan Stanley
New York
|
-$7.83M |
| 4 |
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$5.45M |
| 5 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$3.46M |
BOND Hedge Fund Activity: Q3 2024 in Review
417 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in PIMCO Active Bond Exchange-Traded Fund (BOND) for Q3 2024, worth a combined $3.53B — up 15% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BOND positions and 19 closed out — a net gain of 30 holders — while 194 added to existing stakes and 119 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $47.2M. The largest seller was Cardinal Point Capital Management, cutting an estimated $13.9M.
- 417 institutional investors held PIMCO Active Bond Exchange-Traded Fund (BOND) as of Q3 2024, up from 394 in Q2 2024.
- Funds reported $3.53B of PIMCO Active Bond Exchange-Traded Fund stock for Q3 2024, up 15% quarter-over-quarter.
- 49 funds opened new PIMCO Active Bond Exchange-Traded Fund positions in Q3 2024 and 19 closed out, a net change of +30 holders.
- The largest PIMCO Active Bond Exchange-Traded Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $47.2M added.
- The largest PIMCO Active Bond Exchange-Traded Fund seller in Q3 2024 was Cardinal Point Capital Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2024.